证券记录 · 已归档季度
DBL
名称等待档案录入
20被追踪持有人
+1Δ持有人
3.13M持有股份
$45.63M报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 -7.5% ·
净新建仓位 +5.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 569.22K | +0.1% | $8.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 562.53K | +0.4% | $8.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 375.82K | +22.7% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 312.29K | +1.9% | $4.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 274.79K | +2.4% | $4.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 230.76K | -1.6% | $3.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 175.30K | -12.6% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 158.31K | +1.4% | $2.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 145.85K | -69.3% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 135.78K | -12.3% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Rockefeller Capital Management L.P. | 45.66K | +6.8% | $666,617 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 31.58K | +49.7% | $461,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 25.95K | +51.6% | $378,874 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Baird Financial Group, Inc. | 19.75K | +54.3% | $288,350 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 16.61K | -10.6% | $242,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 12.95K | -26.4% | $189,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 12.29K | 新增 | $179,449 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 10.80K | 0.0% | $157,680 | 0.0% | Held | 2 | SEC ↗ |
| 19 | TD Waterhouse Canada Inc. | 5.49K | 0.0% | $80,330 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 3.75K | 新增 | $54,750 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $179,449 | 0.0% |
| Fifth Third Bancorp | $54,750 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $10,263 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 72 持有人, 10.49M 股份, $104.05M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据